Seneca Financial Advisors LLC
All 13F Filings
- Location
- Rochester, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 377,202
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 63 | 377,202 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2026 | 7/27/2026 | 66 | 385,050 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2026 | 4/22/2026 | 64 | 341,267 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2025 | 1/26/2026 | 64 | 328,617 | 13F-HR | Seneca Financial Advisors LLC |
| Q3 2025 | 10/23/2025 | 63 | 306,253 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2025 | 8/27/2025 | 61 | 259,475 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2025 | 8/27/2025 | 55 | 206,309 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2024 | 8/27/2025 | 55 | 201,379 | 13F-HR | Seneca Financial Advisors LLC |
| Q3 2024 | 8/27/2025 | 54 | 205,573 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2024 | 8/27/2025 | 59 | 193,063 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2024 | 8/27/2025 | 57 | 187,555 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2023 | 8/27/2025 | 57 | 172,376 | 13F-HR | Seneca Financial Advisors LLC |
| Q3 2023 | 8/27/2025 | 50 | 146,085 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2023 | 8/27/2025 | 53 | 150,670 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2023 | 8/27/2025 | 54 | 155,627 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2022 | 8/27/2025 | 49 | 158,064 | 13F-HR | Seneca Financial Advisors LLC |
| Q3 2022 | 8/27/2025 | 44 | 139,763 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2022 | 8/27/2025 | 43 | 148,657 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2022 | 8/27/2025 | 45 | 164,652 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2021 | 8/27/2025 | 47 | 168,997 | 13F-HR | Seneca Financial Advisors LLC |
| Q3 2021 | 8/27/2025 | 40 | 151,015 | 13F-HR | Seneca Financial Advisors LLC |
| Q2 2021 | 8/27/2025 | 41 | 152,862 | 13F-HR | Seneca Financial Advisors LLC |
| Q1 2021 | 8/27/2025 | 40 | 142,104 | 13F-HR | Seneca Financial Advisors LLC |
| Q4 2020 | 8/27/2025 | 37 | 131,633 | 13F-HR | Seneca Financial Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.31 K | 4.6% | 862 | 0 | 862 |
| ETFs | 359.9 K | 95.4% | 0 | 8.708 K | -8.708 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
377,202
Holdings
63
QoQ value change ($000)
-7,848
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.